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How Do I Edit My Custom Template?

SOLVED
Occasional Participant

How Do I Edit My Custom Template?

So, been banging my head...

 

Seems to me that I should be able to navigate to my Custom Templates, edit a custom template and save it for use in future email sends. Right now, it looks like I have to choose a prior custom template, create an email using it, make the changes to that email, send it to whoever (mom, etc), and THEN after it sends I have the option to save that email as a new Custom Template? Please tell me the process isn't that torturous!

 

Much thanks to anyone who has figured it out...

12 REPLIES 12
CTCT Employee

Re: How Do I Edit My Custom Template?

Hi @DiscoverLeadership,

 

I'm sorry to hear of your frustrations but you are correct in that the only way to utilize the Save as Template function is to access it from the Actions button within a sent campaign:

 

2016-09-28_13-14-58.png

 

 

 

If it is a template that you regularly edit I recommend simply saving it as a draft -- that way you can edit it as often as necessary and just make a copy of it each time you need it for future use. Hope this helps!


Nichelle M
Community & Social Media Support

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Occasional Participant

Re: How Do I Edit My Custom Template?

Thanks for this. Seems like the Templates aren't really templates in that respect.

 

Also, getting to the templates is pretty hidden, seems the only way to navigate to them is to start a new email.

 

Just observations for your programming team, thanks!

Advisor

Re: How Do I Edit My Custom Template?

No html template is really a template because you can always change the code. But if you use this method, you will keep your code much cleaner, which will prevent it from starting to have glitches for your customers.

Regular Visitor

Re: How Do I Edit My Custom Template?

Is this still possible? I was trying to save a sent email as a template, and I am not seeing the option anymore. Saving "templates" in our draft folder to be copied and made into new emails is messy and annoying. I'd like to have My Templates available and easier to use, edit, and access.

CTCT Employee

Re: How Do I Edit My Custom Template?

@SherylH42

 

Hello!

 

The option to save one of your emails as a template is currently only available on our older editor. I have taken a look at your account and I see that you are currently using our 3rd Generation Editor. I apologize for the inconvenience. I will pass along your feedback to our product development team. In the meantime we suggest adding your draft template to a folder on your campaigns page. Click Here for some more information on using campaign folders.

 

Have a great rest of your day!  

 

Evan G.
Customer Engagement Specialist
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Advisor

Re: How Do I Edit My Custom Template?

There's a workaround... Open the custom email in a plain text editor as a .txt doc. Then copy and paste it into the CC's Advanced Editor and save it with the name "Template." You'll have to type over the prior articles, but you'll have a template.  

 

If you start from that template and create a copy each time to start you new campaign, you'll keep a nice, cleanly coded original to work from.

 

Highlighted
All Star

Re: How Do I Edit My Custom Template?

I think you need to make the templates readily editable.  Ridiculous!

CTCT Employee

Re: How Do I Edit My Custom Template?

Hi @LisaF480,


Thanks for reaching out about this and we're sorry for any confusion. All of our email templates are readily available and readily editable! When selecting a new email template, or copying a sent email campaign the result is a brand new draft for you to edit. As Evan previously mentioned the option to save an email campaign as a template isn't currently available in our new Third Generation Editor. However, we are collecting customer feedback about this for our programmers and I've submitted yours.

 


Nichelle M
Community & Social Media Support

Did I answer your question? If so, please mark my post as an "Accepted Solution" by clicking the Accept as Solution button in the bottom right hand corner of this post.

Anyone can be a marketer! Visit our Blog & Resources page to brush up on the latest tips and tricks.
Occasional Visitor

Re: How Do I Edit My Custom Template?

Is it true that there is no way to open a template, makes changes to it and save it?

 

If there is a way to do this, please provide the steps. 

 

Thanks,   

 

Roger Grant